Arete Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History

Arete Wealth Advisors’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,907	Closed	-$201K	–	450
2021 Q2	$201K	Buy	+3,907	New	+$204K	0.03%	338
2020 Q4	–	Sell	-3,907	Closed	-$205K	–	451
2020 Q3	$205K	Buy	+3,907	New	+$188K	0.03%	356
2019 Q4	–	Sell	-3,907	Closed	-$204K	–	435
2019 Q3	$204K	Buy	+3,907	New	+$196K	0.04%	374

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arete Wealth Advisors's AGR Position: Q3 2021 in Review

Arete Wealth Advisors sold out of Avangrid, Inc. (AGR) in Q3 2021, closing a stake of 3,907 shares — an estimated $201K sold.

Arete Wealth Advisors first reported a position in AGR in Q3 2019 and held it in 3 quarters. The position peaked at $205K in Q3 2020. 276 funds tracked by Wall St. Rank hold AGR as of Q3 2021.

Arete Wealth Advisors reported no remaining Avangrid, Inc. position as of Q3 2021 after selling out during the quarter.
Arete Wealth Advisors sold 3,907 Avangrid, Inc. shares in Q3 2021, an estimated $201K.
Arete Wealth Advisors first reported a position in Avangrid, Inc. in Q3 2019 and held it in 3 quarters.
Arete Wealth Advisors's Avangrid, Inc. position peaked at $205K in Q3 2020.
276 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q3 2021.

Based on Arete Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.